When most people think about insurance, they typically think about the survivor benefits of life insurance
. While this is an important benefit, with careful planning and a team of knowledgeable risk management solution experts, insurance can do so much more. It can be used as a tool to accomplish strategic goals, such as minimizing taxes so that you can pass on more to the next generation, maximizing your retirement income so that you can travel throughout your golden years, or supporting business retention so that your company continues to attract and keep top talent.
At First Western Trust, our in-house insurance planning experts have disciplines in risk management services, estate tax law, trusts, and tax planning, which allows us to create a holistic plan that supports your vision for your life.